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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Arnold is a financial advisor with Creative Planning, a firm with offices in Overland Park, KS and Berwyn, PA. James is a Chartered Financial Consultant and has been a registered advisor for over 40 years. James has worked with a variety of clients throughout his career, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. James's areas of expertise include financial planning, pension consulting, portfolio management, and educational seminars. James has an active IA registration with the state of Pennsylvania and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
09/07/2023 - Present
Creative Planning (OVERLAND PARK KS)
PA
05/22/2012 - 12/31/2021
APW CAPITAL, INC. (BERWYN PA)
PA
01/02/2008 - 06/12/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
09/29/1983 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (BERWYN PA)
BC
Issued 09/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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